Skip to main content

About this Show

Mad Money

News/Business. (2013)




San Francisco, CA, USA

Comcast Cable

Virtual Ch. 58 (CNBC)






China 13, America 10, Cramer 8, Us 7, Jim 5, Georgia 5, Kohl 5, United States 4, Warren Buffett 4, Washington 3, Cheryl 3, India 3, Randy 2, Lng 2, Ge 2, Bp 2, Geico 2, Keith 2, Lorenzo 2, Joe Dimaggio 2,
Borrow a DVD
of this show
  CNBC    Mad Money    News/Business.  (2013)  

    February 20, 2013
    11:00 - 12:00am EST  

and every day since, two years ago, the people of bp made a commitment to the gulf. we've worked hard to keep it. bp has paid over twenty-three billion dollars to help people and businesses who were affected, and to cover cleanup costs.
today, the beaches and gulf are open for everyone to enjoy -- and many areas are reporting their best tourism seasons in years. we've shared what we've learned with governments and across the industry so we can all produce energy more safely. i want you to know, there's another commitment bp takes just as seriously: our commitment to america. bp supports nearly two-hundred-fifty thousand jobs in communities across the country. we hired three thousand people just last year. bp invests more in america than in any other country. in fact, over the last five years, no other energy company has invested more in the us than bp. we're working to fuel america for generations to come. today, our commitment to the gulf, and to america, has never been stronger.
i'm jim cramer. and welcome to my world. welcome to "mad money," welcome to cramerica. other people want to make friends, i'm just trying to save you a little money. my job is not just to entertain you but to educate. so call me at 1-800-743-cnbc. even on days like today where the fed didn't say anything we didn't already know, but people used it as an excuse, an excuse to take some profits. dow dipping 44 points, s&p sinking .39%.
nasdaq declining .36%.
>> ooze profits, and we have a sequester, cutting federal spending, not a stiletto. the lead story says it will hit the military hard.
how did the defense index hit an all-time high? bark, a tad worse than its bite? i don't like to fear words made up for the occasion, like fiscal cliff. horror stories, long lines at the airport, and getting away with murder. that is what washington does. wait a second. it is all over but the shouting. i read the release, i looked at the conference call. you know, what it was pretty good. some say it was the best.
what do i know? i did the homework. didn't people want to buy toll on a pullback? wasn't that theme? seems like a pull-back. don't want to touch that. like the google pull-back nobody wanted. most people don't want to go near the darn thing that up trend has been broken. tom brady, in the super bowl this year. home building stock down, what were you thinking? i was thinking, that loser eli manning couldn't get in the playoff this year. no. it was his joke of an older brother. after losing to a couple of rays in the super bowl.
>> he might as well play for the lakers. owens corning -- you get the picture. we did have a hideous day. some sections did worry me. i am actually concerned about copper. it has been acting lame. china may indeed be slowing, i don't like to see the oil index plummet. the speculation. i don't like washington back on the front page. they come along at the right moment to put the cabarb on any rally.
jellystone national park, yogi. i am concerned about the payroll tax holiday going away. i am worried about higher taxes, autosales could be slowing. did anyone think -- did anyone think we would maintain the streak longer than the ah mazing hittering streak of joe dimaggio. no-hitters endlessly. the late, great marty sly said, we got the chance to watch him, don't fight the tape and don't fight the fed. if the economy is going to slow
down because of the fed, don't filt that as a gardener, even if i am a savage fighting machine gardener, i like the concept of rain. i like to believe you can have a garden variety squall. i just think they we were due, over due. maybe for a bit of rain or a thunderstorm. for those of you who don't pay for espn. i saw green bay lose a bunch of games, i have written off the yankees, why can't the market have a losing session. and right after joe dimaggio broke his stree, he had another mini streak, he got 16 straight games with hits. he was due. over due. bottom line. i believe today was not an
important water shed session. there are things going wrong, okay. i think this market, let's give it a rest. i think it comes back, jim. john in florida. >> two months later, the sba didn't approve the hepetittis vaccine. they are coming to a vote again for this vaccine. >> the first time in five years, just kidding, they mentioned i got amlin wrong, i think people watch the show, i did a huge
episode how i got it wrong. i don't expect much from next week. i think the stock got overly down. i get things wrong. i do believe that there is hope for what happens next week. after i got it so wrong, i have to eat crow. pat in new york. >> jim, how you are? >> not bad, how you are? >> doing well. jim n light of this growing number and the recent exposure in china, posing a threat to not only our government but the economy, do you that source fire is a good play on the market. >> when they make mistakes, they get crushed. i do believe in the thesis. i don't want to go over board. i like flir, fiown that one, i
would break the register. tom in new york. >> how have you been? >> platsburg. >> b-52, what is going on? >> trying to survive the winter. >> for all you do, i wanted to ask you, i am a new investor, small investor. i am scared about this sequestration. should i show my positions by the 28th of february and maybe sit on the sideline and let it ride out? >> i am never going to try to talk into a market they don't have the convention to stay in. fiscal cliff turned out to be a buying opportunity. sell beforehand and buy it back. i won't counsel anybody staying in if you have fear.
you have to know yourself. i won't take that action with my trust. this market, don't right it off. it can still be a contender. it got hammered today. i respect what bears have to say. i think it can get back on its feet. >> coming up, slick speck. tonight, crammer is drilling down to find the companies fueling the gas renaissance. and resources could they power your portfolio? an exclusive with the coe. and mna fever. and where the real opportunity could lie. lost at sea? shares of nordic tanker are down
40%, is the recent a warning, or getting its business back on course. crammer talks to the ceo. all coming up on "mad money." tweet crammer. hash tag mad tweets. or give us a call.
>> how are you supposed to find bargains in a market like this? even when they take a breather. this is not a feline's basement. you have to go hunting to find things that are not as expensive.
>> it is a oil and gas production out fit. 650 million that is small, take the risk, the company has unconventional assets. as well as natural gas exposure. that said, this stock has truly been put through the meat grinder. we spoke to them a year ago, when it was trading at $6.28 a share. what went wrong? the company shut in natural gas
wells, and there wasn't enough processing capacity, at least nearby. and replaced the chief accounting officer. they missed the numbers when they reported the recent quarter in november. now gets 63% -- company doubled the reserves in 2012. it could bring in -- they planned to do a joint venteur. and there are worries here, i want you to know how people are angry at me, because they missed last time there. is a lot to look forward to.
management has a lot of plans to unlock them. checking in with gary evens, find out more on where his company is headed. welcome back. >> thank you, sir. >> time to market, time to harvest. multiple asset modernization on the horizon. true or false? >> true. >> you think the value says, has increased dramatically as the stock has decreased. >> that is exactly right. we have been saying all along, the sum of the part system greater than where the company stock is trading today. what do we do to change that? we divest the mature division, a limited amount of acreage, 20,000, but we have some of the best wells that is one we have
been marketing, we hope to announce how to divest that and use that cash to redeploy. >> it was, there are a bunch of things, some were not under your control, natural gas prices went down. throughout this period, you have been growing your production, which is what i want to see out of a good oil company. >> starting last year, under 10,000 barrels a day, to 18.5. and close to 25,000 a day as an exit rate. we are excited about the uticka play, probably drill five wells there this year, continues to add our ageerage. there is concern we have too much debt. i am a former banker. we're well capitalized. the market wants to see lower
leverage and growth, we will continue to do that we are in the long term this. is not a short term play. we are in the business for long term. >> you don't have- -- zero debt coming through. >> viewers are angry at me, i said it was a play on oil, you had your first well in the new acrage, 2013. good news. >> wilson basin is a focal point for us. we have been drilling wells in north dakota, in the past, it has been viewed, a bit out of the fairway. now we have the big boys, trying to lease acrage around us. some of the best wells in the place. we are excited now we drilled
enough wells, we can focus in on the sweet spots in 2013, and give us the highest rate of return. you mengszed earlier in the show, the gas plant was a big issue for us. we had this plant that we commissioned. called the bobby plan. that wide, that -- that was a buck 40. there is no other gas play in the united states that can compete with that. >> when we were visiting chesapeake n utick athey thought there was a lot more oil in uticka, at least under their properties t turned out a lot more natural gas. could uticka be a disappointment for you? >> i don't believe so. there has been enough list, we
can delineate, it is manufacture a north/south play, than east/west. as you go east, dry gas. there is no question, we will have high volume, dry gas wells. if we go west, it is a very much a liquid rich play. >> good point. that is not that close to where we were. big foreign companies coming here, there was a ple thora last year. are foreign companies still interested in buying large tracts of land in the united states? >> i don't think there is any doubt that foreign companies in the areas that we have been talking to, china, india, japan, they want to learn our technology. i do think they have gotten a lot smarter.
one of the investments made here in the united states. i think there are plenty of opportunities to bring in those kind of investors if we wanted. you have to remember, they are going number your offenses, looking down your neck. good, bad, bringing in partners. >> garry evans, magnum hunter resources. a lot of people felt, i would like to know what is going on. are you a gent to fill us in. i appreciate you being on "mad money." >> this will be a great year for magnum hunter. >> it is like, when you think about it, if you didn't know the story, it is attractive. a lot of people have it at higher levels, they are probably upset. gary evans came on, gave you the story. stay with cramer. >> the market has a case of mna
fever. don't file in behind the headlines, where the real opportunity could lie, just ahead.
don't you get suckered in. that's how i feel about this takeover rumor that we see in what is only a foot away from being a frothy market. i say a foot away, not an inch
away or already over, valuations are still low enough there's room for more deals than we already have. take today, we woke up to a swedish financial tabloid report that joy global might be in the crosshairs of atlas copco, which makes mining equipment like joy global. i've been a huge fan of joy global and recognize it's one of the premier companies in the world with huge business in china, india, and the united states. the company has acknowledged plenty of weakness in the united states thanks to slowing coal production, that china's only gradually picking up and india's simply not big enough to counter the head winds from the people's republic. it used to be much higher in stock price and terrific service revenue annuity stream. it does make the earnings more consistent than you'd otherwise expect. i don't think you should chase it here. if the takeover rumor turns out not to be true, i see the stock
falling a quick three to four points, low 60s, maybe as low as 60. how about the note out of bmo capital this morning? that kohl's could be a leverage buyout target because the department store has fabulous cash flow and owns cheap real estate. now, look, i like to shop at kohl's. i go through shirts constantly because that pancake make-up otherwise you think i'm sick. it's got ingrained in my collars. what you thought i looked this good naturally? and kohl's has inexpensive shirts i can afford to throw away after a few wearings. by the way, it's my go-to place for socks. wearing them right now, as a matter of fact. and terrific slacks franchise. now, i didn't get this at kohl's. but i've always bought a lot of kitchen goods there. is this the right time for the department store? is this the time you could see
kohl's catching a bid 30% higher than the stock trades? sure, yeah, the last quarter was okay. but you can get hurt by it if nothing happens. i've got to tell you to pass on that opportunity. finally, there's the off-rumored best buy takeout. a local paper in minneapolis says best buy founder richard schultz may still bid for the company, still being the operative term. a deal -- they're flogging this story is still on the table. terrific. it's been on the table for nearly seven moldy points now and those have been seven costly ones to hold on to. although the stock dipped well below the levels before recovering after a decent quarter and couple of upgrades. would the "star tribune" know what's going on here? would anyone? does the swedish tabloid really
have the inside track on atlas copco's next big move? the bottom line is call me skeptical, i can't countenance buying any of these stocks on the takeover basis even though there are more takeovers that you can really this far in 2013. there's too much rumor mongering and too few facts. enjoy the rumors, just please don't get taken in by them. let's go to randy in vermont, please. randy? >> caller: hi, jim, thanks for taking my call. >> what's going on? >> caller: well, my question is about staples, spls. >> right. >> caller: bought it a couple of years ago on a pretty good dip. it looked undervalued, had a good dividend yield and i really liked our local store. since then, i've purchased a little bit more on dips to maintain the core position. but yesterday, this was a low beta stock or one. yesterday it had a 10% -- i'm sorry a 12% gain. and today lost 7%. just wondering, jim, your thoughts on staples.
>> i'm now giving you two ways to win in staples, the office max/office depot combination on off, on off. there's also chatter that staples could do a leveraged buyout. now, if this stock were at 18, 19, it wouldn't matter, i'd tell you to sell it. but this point in the job formation, small business formation, i think this is one down and 2 1/2 to 3 up and that's a ratio that i want to participate in. so i think you're okay. john in california, john. >> caller: boo-yah, jim, sacramento valley, california. >> oh, man, three rivers intersection boo-yah to you, partner. what's up? >> caller: i'm a warren buffett groupie, i love berkshire and i have some and i'm wondering what the acquisition of heinz, what's going to happen with all of this talk about insider stuff. is that going to affect anything? >> no, look, warren buffett, i was embarrassed to have to read these stories. warren buffett -- these guys -- warren buffett is the best that has ever been and perhaps the best that ever will be. he's dimaggio, he's michael jordan, and i think the stock's
terrific and i've liked it now for some 30 points. i'm not backing away and you shouldn't either. seems like takeover mania, but don't get caught up, the m&a hype is encouraging, but i sit out the speculation. i'd rather buy the socks at kohl's than buy the stocks of kohl's. don't move, "lightning round's" next. right that's a fifth-floor probleok.. not in my house! ha ha ha! ha ha ha! no no no! not today! ha ha ha! ha ha ha! jimmy how happy are folks who save hundreds of dollars switching to geico? happier than dikembe mutumbo blocking a shot. get happy. get geico.
fifteen minutes could save you fifteen percent or more. [ male announcer ] to hold a patent that has changed the modern world... would define you as an innovator. to hold more than one patent of this caliber... would define you as a true leader. ♪ to hold over 80,000... well that would make you... the creators of the 2013 mercedes-benz e-class... quite possibly the most advanced luxury sedan ever. see your authorized mercedes-benz dealer for exceptional offers through mercedes-benz financial services. [ lorenzo ] i'm lorenzo. i work for 47 different companies. well, technically i work for one. that company, the united states postal service® works for thousands of home businesses. because at® you can pay, print and have your packages picked up for free. i can even drop off free boxes. i wear a lot of hats. well, technically i wear one. the u.s. postal service®, no business too small.
it is time. it is time for the "lightning round" on cramer's "mad money." rapid-fire calls, i don't know the calls or stock questions ahead of time. play until this sound -- and then the "lightning round" is over. are you ready skee-daddy? time for the "lightning round" on cramer's "mad money." dave in mississippi, dave? >> caller: hey, jim, big boo-yah to ya from columbus air force base in mississippi. my stock tonight is u.s. airways. >> i've been waiting for a pullback. i've been waiting for a pullback on this because this group has gotten hot. you're getting the pullback, i'd pull the trigger. bill in arkansas, please, bill? >> caller: boo-yah from the land of opportunity, advance auto parts. >> okay. i like advanced auto parts and i
would be a buyer of it. let's go to keith in georgia, please. keith? >> caller: hey, jim, a big low country savannah, georgia, boo-yah to ya. >> wow. what's up? >> caller: i've been looking at coach, do you think it's time to buy on the recent weakness? >> i can't tell you to sell it. it's down too much. maybe buy some and when the yield gets to three, buy the rest. let's use that as a strategy. let's go to fred in montana. fred? >> caller: hey, coach cramer. >> what's up? >> caller: how do we set a projection for zts or other ipos? we really thank you for your help. >> okay. thank you. this is a better ipo than most, the animal health spinoff of pfizer, another one i wanted to wait for a pullback, i'm not going to back away. i'd be a buyer of zoetis. gavin in washington. >> caller: this is gavin, how's it going? >> all right. how about you there, gavin?
>> caller: good. my question to you is it a good buy since -- >> no, no, and we don't want to touch that group. we don't like the gold, we don't like the silver, and miners, we don't want them. if you want it, buy the gld. alex? >> caller: boo-yah, jim. >> boo-yah, alex. >> caller: atwood oceanics. >> no, i don't want to get into this one until it comes down more. if i want to get into one that's high, i would do core labs at 130. let's go to janet in new jersey. janet? >> caller: jim, how are you? >> all right. how about you? >> caller: good, neighbor. >> oh. excellent. go ahead. >> caller: i want your opinion -- i want your thoughts on excelon. >> they are too poorly run. i had aep on yesterday, they're a much better buy and i don't know that they're doing well and i don't like dividend cutters. judy in missouri.
judy? >> caller: yes, jim, hi. >> hi. >> caller: jim, i'm calling on priceline. if you could -- >> i like price line. i like priceline. home away reported a really good number of tonight. i do believe in this group. but remember, people are going to say, listen, we're in a selloff and they're going to come for these high-dollar stocks first. what you want to do is be wary and let it come in before you buy any. but i would not panic out. and let's go to john in massachusetts. john? >> caller: hey, jim, big boo-yah from massachusetts. my stock is opko. >> we know it's a speculative stock, you take a quarter of the position off, otherwise, let's let it ride. i do believe that opko is going to be a big stock in 2013. and that, ladies and gentlemen, is the conclusion of the "lightning round."
>> the "lightning round" is sponsored by td ameritrade. coming up -- lost at sea? shares of nordic american tanker are down 40% in the past year. is its recent dividend cut a warning of more rough seas ahead? or a commitment to get its business back on course? cramer talks to its ceo. but he's not. ♪ he's an architect with two kids and a mortgage. luckily, he found someone who gave him a fresh perspective on his portfolio. and with some planning and effort, hopefully bob can retire at a more appropriate age. it's not rocket science. it's just common sense. from td ameritrade. we all work remotely so this is a big deal, our first full team gathering! i wanted to call on a few people. ashley, ashley marshall... here. since we're often all on the move, ashley suggested we use fedex office to hold packages for us. great job.
[ applause ] thank you. and on a protocol note, i'd like to talk to tim hill about his tendency to use all caps in emails. [ shouting ] oh i'm sorry guys. ah sometimes the caps lock gets stuck on my keyboard. hey do you wanna get a drink later? [ male announcer ] hold packages at any fedex office location. we don't let frequent heartburn come between us and what we love. so if you're one of them people who gets heartburn and then treats day after day... block the acid with prilosec otc and don't get heartburn in the first place! [ male announcer ] one pill each morning. 24 hours. zero heartburn. you are gonna need a wingman. and my cash back keeps the party going. but my airline miles take it worldwide. [ male announcer ] it shouldn't be this hard. with, it's easy to search hundreds of cards and apply online. the people of bp made a commitment to the gulf., and every day since, we've worked hard to keep it. today, the beaches and gulf are open for everyone to enjoy. we've shared what we've learned, so we can all produce energy more safely.
bp's also committed to america. we support nearly two-hundred-fifty thousand jobs and invest more here than anywhere else. we're working to fuel america for generations to come. our commitment has never been stronger. could lose tens of thousands of dollars on their 401(k) to hidden fees. thankfully e-trade has low cost investments and no hidden fees. but, you know, if you're still bent on blowing this fat stack of cash, there's a couple of ways you could do it. ♪ ♪ or just go to e-trade and save it. boom. ♪
when you're looking for new places to live, you don't buy the best house in a bad neighborhood. and that same logic has been holding true for stocks. consider the case of nordic american tankers, n.a.t., it is the best tanker company in the industry, terrific management, the cleanest balance sheet in the business. but the oil tanker business itself has been terrible for years now because of a massive oversupply of ships that have been keeping day rates down for everyone in the space and day rates of the key metric. sure enough, nordic american has been hammered. they had to cut the dividend by more than 46%, more since it started 1997. but, you know, they -- they had to pay the dividend out of cash
on hand. and in response, the stock's holding off 5% in a single day. down huge from $25 two years ago. but maybe, maybe nordic american's hit rock bottom. turning the tanker market. the stock spurred, with the chinese economy coming back, that term might be closer than it seems. and you know what? maybe the worst has already happened as they practically cut the dividend in half. perhaps this is -- let's say the dark is before the dawn moment or is another dividend cut going to happen? that's why we've got to talk to the founder, chairman, and ceo of nordic tankers. learn more about how his company is doings. welcome to the show. >> thank you for inviting me. >> have a seat. >> thank you. >> we have a big glut of oil in this country. >> yep. >> i'm sure at one time you had to bring a lot of oil here. >> yes. >> but now we produce a lot of oil. >> yep. >> how much has that hurt the business? and can china, which we think is coming back offset it?
>> china is offsetting it as we speak. we in our business we have 15% of our ships in america. the essential dimension in a tanker business is miles. where the oil is produced and where it's consumed. and we see a lot of oil going from at least china to west africa to china. and that more than outweighs the reduced import into the united states. >> okay. at what point -- >> i had the positive outlook now. >> okay. at the same time, you had to cut the dividend, the stock has not done well, the group has not done well. your stock is part of a group. at what point -- you've got some numbers in your release about
how maybe there's not going to be as many ships being made, but at what point do you have to say, look, our business is going to be bad for the duration, it's not coming together. >> it is coming together now. i have personally invested many, many millions in the company. >> oh. >> and recently, and that shows that i -- i put the money where the mouth is, you know. >> you had to cut the dividend. >> yes, but that is a kind of allocation in the direction of new buildings. >> okay. >> we wish to expand and instead of giving the money back to shareholders, we will buy new ships and increase capacity. >> but you have been buying ships all the way down. >> yeah, well -- >> wouldn't it have been better if you just conserved the cash or given it back to shareholders. rather than buy them all the way down because we don't seem to know where the bottom is. >> well, i believe we're at the bottom. >> you do. >> as we speak. and i'll give you an example. >> please, please. >> during the last 13 years, nine years have showed rates in excess of $30,000 a day. >> okay.
>> when we have $30,000 a day, the dividend will be between $2 and $3. >> absolutely. >> which is 28% increase. and we are in an excellent position -- >> you've got -- i'm quoting from you, the current order book stands at a total, 54 vessels. they're still making them. >> yeah, 54 vessels. what's that. if there is 1 million barrels of oil increased in saudi arabia going to china, all these 54 vessels are absorbed. >> they just cut the saudis, they cut the production. >> that is the short-term aberration. >> okay. >> but look at the transportation sector, which is the biggest one. eight years ago, in china, 3.9 million. and now they are at 15.4
million. in china, they have a car density of 85 cars per thousand. >> and they're getting -- >> and they are getting there. and in china they consume two barrels of oil per person per year. here, you -- consume 26 barrels of oil. their potential in the far east is much larger than people think. >> but there's the other guys are still in it. why haven't they -- and some guys have gone under. >> a lot of them have. >> right. but there's still -- what day does the marginal carrier go under -- you get to go to 15,000 a day? >> but i -- i can tell you, jim. >> okay.
>> today i can buy a new ship from the yard sitting at the yard at $52 million, $53 million. four years ago it was more than $100 million. so an asset costing more than $100 million. a few years ago, we can now buy it $50 million. and that shows the colossal upside we have. and i'm not satisfied with the stock price. >> no, i know you're not. look, you are a good man. you come on the show, obviously the stock's been bad, but, you know, you're sticking by your conviction. >> yes. >> i want to have that last ship be built, no more ships built, ships starting to be scrapped more aggressively and then you're still not in the catbird seat. >> you see next year, will be the first year when the fleet is shrinking. >> okay. >> and that can be a turning point. >> all right. >> you have the expression inflexion point, you know, i believe. and that is why i have invested so much personally. and when -- i'm not saying if, when the market comes back, our shareholders will make tons of money. >> and i'm absolutely convinced of that. but it's got to come back first. >> you never know as you said in the introduction, it's always darkest before dawn. >> you're a patient man and honest man to come on, but it's been early. >> well, we'll see. >> okay. >> we'll see. >> that's the founder and chairman of nordic american tanker. comes on the show, stock's been tough, but you've got to respect his view.
he's in the business for -- well, you're in the business for a very long time. >> 40 years. >> there you go. "mad money's" back after the break. thank you, herb. >> thank you. coming up -- you plan, you play, you try to be perfect. can your strategy stand up to cramer's test? call, e-mail or tweet @jimcramer to find out if your portfolio has what it takes in "am i diversified."
hey, the market's full of pitfalls. i think you can avoid them or at least lessen them if you know what to look out for. for example, it's easy to get caught up in the rumors surrounding the next big takeover candidate. we talked about that earlier in the show. you're so sure you found the next hot stock. you want to throw everything you have at it, a whole bunch of, but then rumors and all of those steaming hot stocks don't pan out. things fall through and you're left in -- >> the house of pain. >> and that's why each week we play am i diversified. you call me, tweet me, tell me your top five holdings. i'll tell you if you're diversified. maybe you need to mix it up a little. down 100 days are the best days to play this game. let's go to a twitter -- you know, the tweet thing. he says, hi, jim, i am new to your show, been watching for about a month now, am i
diversified. bank of america, bristol-myers, ford, lng, and toll brothers tol, all right. so let's take a look at this one, ecigs2quit. i just like to say that because it's completely nonsensical to me. toll brothers housing company, reported good number. lng, they're going to be the first exporter of natural gas in this country and i think that you can say that's a bit of a speck. bristol-myers, charitable trust name, one of the best drug companies around, bank of america, financial ford motor, of course, the auto company. we've got auto, liquefied natural gas, housing, drug, and we have bank. that is perfection. ecigs2quit. maybe a more traditional name in here. donna in georgia. donna. >> caller: boo-yah, jim. gosh, i'm thrilled to talk to ya. >> same. what's going on? >> caller: i'm in italy, i'm a
student currently of the executive mba program at georgia state university. >> way to go. >> caller: class of 2014, baby. i've got a lot of great professors, but none of them are as handsome as you are. >> really? what kind of faculty you got down there? >> caller: i'm telling ya. so, i need your help professor, i'd like to know if i'm diversified. >> okay. >> caller: my stocks are valero energy vlo. cvs caremark. triangle capital corporation, tcab, qualcomm incorporated, qcom, and lastly consolidated edison ed. >> let me go to work, thank you for the fine comments. for a moment, there, i'm looking okay. someone tweeted @jimcramer and said i looked sick today. you know, i read these things. i should not pay any attention to it. let's go to work here. we have a specialty finance company.
there's a lot of those companies like that. i like them, we tend have to good yields, good upside. a drugstore company, pure tech name, remember, behind all the 4g. the best refiner in america and con-ed utility, refiner, tech, drugstore, finance. perfect, they teach them well at georgia state. cheryl in florida. cheryl? >> caller: cramer, it's cheryl, palm beach gardens, how are you doing? >> not bad, how are you? >> caller: i'm great, i'm great. i've followed your lead and every one of my stocks is dividend stocks. >> all right. >> caller: general electric, ge, at&t, petmed express. >> okay. >> caller: and altria, and intel, well, intl. >> well, sunshine, i like this portfolio very much.
i do like that yield aspect because altria one of the best presentations this week. terrific, terrific deal. maybe you don't like to smoke, whatever. good yield intel, att fine-yielding telco company. and i think that windstream is not where i want to be in terms of high-yielding companies. ge, company that can boost the dividend and pets med a little more speculative. we've got a health care -- health care company. we have a semiconductor, a telco, a tobacco and we have a general industrial company and, again, we're 3 for 3. stay with cramer. ♪ [ engine turns over ] [ male announcer ] we created the luxury crossover and kept turning the page, writing the next chapter for the rx and lexus.
this is the pursuit of perfection.